Customer Service Officer
NATIONAL BANK OF ABU DHABI
مجموع سنوات الخبرة :8 years, 1 أشهر
Assistant to the branch manager.
•Fill in place for the branch manager on her leave and operate the branch business entirely.
•Supervise the retail staff and follow up on their performance.
•Maintain position credible for soliciting business accounts and developing strategic alliances with clientele.
•Develop tactics to increase assets and profitability within a territory consisting of potential customers.
•Devise and implement innovative marketing principles and promotional events for corporate customers to further support financial growth.
•Counsel high net-worth individuals with regard to investment opportunities, risk analysis and monetary returns.
•Cross-sell banking services and products to clientele.
•Participate in events to position the bank as a leader within the Market.
Highlights:
•Generated more than 4, 500, 000 KD in revenue and fee income though out 2007-2008.
•Structured a strategic marketing campaign targeting accountants, attorneys and medical professionals which has generated substantial referrals
Carried daily operations for a retail bank, including branch sales, business development and customer service.
•Held the position of customer service representative and teller.
•Analysed financial statements and pertinent information to determine creditworthiness of prospective customers.
•Counselled high net-worth individuals with regard to their borrowing needs.
•Certifications
Banking Induction / Money Laundry / Attachment of Customer Funds with Banks
/ Commercial Correspondence in English/ Credit risk monitoring
English for Business & Banking.
Checking the credit facilities documents signed by client ensuring that it in compliance with :
•Legal entities.
•Approved conditions as per DR, OT & Memos: facility limits banks policies & guidelines preparing a check list to point out discrepancies.
•Updating the system records with regards to related group accounts facilities after checking it is complete.
•Updating system records with the value of insurance policies.
•Liaising with relationship managers for obtaining missing credit files documents prior to releasing facilities in the system.
•Preparing letters to Central Bank Of Kuwait related to customers for obtaining secret number after granted facilities to customer.
•Record in the check list, the documentation signed by the client are in line with the Article od association C.R certificates, and facility amount, account number, security and also Group account relating to the client .
•Responds to and assists with queries from various RMs, portfolio managers and the legal Department by providing necessary data & documents .
•Ensure compliance with approval terms and conditions of the Banks policies and guidelines.